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Ronald Reagan Presidential Library
Digital Library Collections
This is a PDF of a folder from our textual
collections.
Collection: President, Office of the: Presidential
Briefing Papers: Records, 1981-1989
Folder Title: 01/12/1982 (Case File: 056751)
(1)
Box: 12
To see more digitized collections visit:
https://reaganlibrary.gov/archives/digital-library
To see all Ronald Reagan Presidential Library
inventories visit:
https://reaganlibrary.gov/document-collection
Contact a reference archivist at:
[email protected]
Citation Guidelines: https://reaganlibrary.gov/citing
Page / of 2
ID #. 056751
WHITE HOUSE
OFFICE OF RECORDS MANAGEMENT
WORKSHEET
X MEDIA
H - INTERNAL
Subject Codes:
Name of Document:
BRIEFING PAPERS FOR
PR 007.01
PRESIDENT'S SCHEDULED
APPOINTMENTS FOR
JAN1282
TR001.
/
2 Presidential platement Puerto Rico
Subject: Visit to the Department Transportation
FG 024.
ST 051.02
Statehood
ST
3 Meeting with PuertoPican officials:
Former Dovernor LUIS FERRE
Governor CARLOS ROMERO
Mayor HERNAN PADILLA
Commissions BALTAZAR CORRADA
of Copy 1 Ronald Reason platement Vou
wall theetformal 12/11/80/
vertoRico Statehood
5 Matinawath the Cabinet re Federal
FG010.01
Labor Relations, PACE
PE001.
Examination decree, and Cabinet
#6 F6010. 0/0.
apecutive Session
6 Photo Dession withVice President
FG F6038 038
PR 005.01
7 Drop. by Meetine with heads
FG
offices Dipartmental Legislative affairs
FG030
over
ROUTE TO:
ACTION
DISPOSITION
Tracking
Type
Completion
Action
Date
of
Date
Office/Agency
(Staff Name)
Code
YY/MM/DD
Response
Code
YY/MM/DD
RMMATT
RSZ
82/02/08
C C 82 02108
Referral Note:
Page 2072 2
ID #. 05 67 51 05 67 51
WHITE HOUSE
OFFICE OF RECORDS MANAGEMENT
X MEDIA
WORKSHEET
H . INTERNAL
Subject Codes:
Name of Document:
BRIEFING PAPERS FOR
APPOINTMENTS PRESIDENT'S SCHEDULED FOR of JAN1282
-
Subject: Meetine to discuss tax exempt
Fl 010.
states of private institutions
HU 001.03
LE
-
.
.
.
-
-
-
.
ROUTE TO:
ACTION
DISPOSITION
Tracking
Type
Completion
Action
Date
of
Date
Office/Agency
(Staff Name)
Code
YY/MM/DD
Response
Code YY/MM/DD
RMMATT
RSZ
82/02/08
C820208
Referral Note:
Det
UNPUBLISHED
January 11, 1982
5:00 pm
THE WHITE HOUSE
WASHINGTON
THE PRESIDENT'S SCHEDULE
Tuesday, January 12, 1982
9:00 am
Staff Time 9:04-9:14
Oval Office
(30 min)
Meese, Deaver)
9:15-9:28 MKD, Em, T. 6 ARR ETT, M. BRADLEY
9:30 am
National Security Briefing 9:30-10:00
Oval Office
(15 min)
(William P. Clark), Em, MKO, NANCE, ADM POINT DEXTER
Oval Office
10:00 am
Personal Staff Time
Oval Office
(25 min)
10:25 am
Depart South Grounds for Visit to
South Grounds
Department of Transportation
(Stephen Studdert)
11:40 am
Return from DOT Visit
South Grounds
12:00 m
Lunch and Personal Staff Time
Oval Office
(90 min)
12:55-1:08 am, FULLER, DARMAN
1:09-1:30 SAM PIERCE, FULLER
1:30 pm
Presidential Statement re Statehood for
Oval Office
(15 min)
Puerto Rico 1:33-1:51 PHOTO opp.
(Richard Williamson)
1:55- 1:55-2:15 CONGRESSIONAL GROUP -- SEE ATTACHMENT - OVAL
2:00 pm
Cabinet Meeting 2:17-2:58
Cabinet Room
(60 min)
(Craig Fuller)
3:00 pm
NBC Photo Opportunity with the Vice
Oval Office
(5 min)
President 3:00-3:03
(David Fischer)
3:03-3:07 B. CLARK
3:07-4:02 - NSP6- OVAL ORFICE
3:05 pm
Personal Staff Time
Oval Office
(55 min)
4 :10- 4:15 LEGISLATIVE AFFAIRS DROP-154- ROOBEVENT Rm.
5.50
EE mine
Oval Office
(20 min)
(Baker) Meesey Beaver)
5:15 ?
RESIDENCE
UNPUBLISHED
January 11, 1982
11:00 am
THE WHITE HOUSE
WASHINGTON
THE PRESIDENT'S SCHEDULE
Tuesday, January 12, 1982
9:00 am
Staff Time
Oval Office
(30 min)
(Baker, Meese, Deaver)
9:30 am
National Security Briefing
Oval Office
(15 min)
(William P. Clark)
9:45 am
Senior Staff Time
Oval Office
(15 min)
10:00 am
Personal Staff Time
Oval Office
(25 min)
10:25 am
Depart South Grounds for Visit to
South Grounds
Department of Transportation
(Stephen Studdert)
11:45 am
Return from DOT Visit
South Grounds
12:00 m
Lunch and Personal Staff Time
Oval Office
(90 min)
1:30 pm
Presidential Statement re Statehood for
Oval Office
(15 min)
Puerto Rico
(Richard Williamson)
2:00 pm
Cabinet Meeting
Cabinet Room
(60 min)
(Craig Fuller)
3:00 pm
NBC Photo Opportunity with the Vice
Oval Office
(5 min)
President
(David Fischer)
3:05 pm
Personal Staff Time
Oval Office
(55 min)
5:30 pm
Staff Time
Oval Office
(30 min)
(Baker, Meese, Deaver)
1/11/82
Wednesday, January 13
9:00 am
Staff Time (Baker, Meese, Deaver) Oval Office
(30 min)
9:30 am
National Security Briefing, Oval Office
(15 min)
9:45 am
Senior Staff Time
Oval Office
(15 min)
10:00 am
Personal Staff Time
Oval Office
( 60 min)
11:00 am
PFIAB Meeting (Meese) Cabinet Room
(15 min)
11:15 am
Photo Opportunity, Association of American
(10 min.)
Editorial Cartoonists (Speakes) Oval Office
11:30 am
Presentation of Diplomatic Credentials
(30 min.)
Oval Office
12:00 m
T
Housing Industry Luncheon (Dole) Cabinet Room
(75 min)
1/11/82
Thursday, January 14
9:00 am
Staff Time (Baker, Meese, Deaver) Oval Office
(30 min)
9:30 am
National Security Briefing (Clark), Oval Office
(15 min)
9:45 am
Senior Staff Time Oval Office
(15 min)
10:00 am
Personal Staff Time
Oval Office
(15 min)
AM
To New York City
12:00 Noon
Attend New York Partnership Luncheon in
New York City
1/11/82
Friday, January 15
Martin Luther King Birthday
9:00 am
Staff Time (Baker, Meese, Deaver) Oval Office
(30 min)
9:30 am
National Security Briefing (Clark), Oval Office
(15 min)
9: 45 am
Senior Staff Time
Oval Office
(15 min)
10:00 am
Personal Staff Time
Oval Office
(30 min)
10: 30 am
Cabinet Time (Fuller)
Cabinet Room
(60 min)
12:00 m
Lunch and Personal Staff Time
Oval Office
(90 min)
1:30 pm
Consultative Meeting with Senate GOP Leaders
(45 min)
re 1983 Budget (Duberstein) Cabinet Room
5:30 pm
Staff Time (Baker, Meese, Deaver) Oval Office
(30 min)
1/11/82
Saturday, January 16
Personal
7:30 pm
Touchdown Club Awards Dinner in Washington
BLACK TIE
(Sheraton Washington)
11:00 pm
Return to White House
Sunday, January 17
Personal
1/11/82
Monday, January 18
9:00 am
Staff Time (Baker, Meese, Deaver) Oval Office
(30 min)
9:30 am
National Security Briefing (Clark), Oval Office
(15 min)
9:45 am
Senior Staff Time
Oval Office
(15 min)
10:00 am
Personal Staff Time Oval Office
(60 min)
11:00 am
T
Urban Affairs Meeting (Fuller) Cabinet Room
(45 min)
11:45 a.m.
Courtesy Call, Fellowship of Christian
(10 min.)
Athletes (Duberstein)
Oval Office
12:00 m
Issues Briefing Lunch (Darman/Fuller)
(60 min)
Cabinet Room
1:15 pm
T
Meeting with Minister of International Trade
(15 min)
of Japan (Fuller/Clark) Oval Office
1:45 pm
T
Meeting with National Association of Towns and
(20 min)
Townships (Williamson) Cabinet Room
2:05 (55 min)
Personal Staff Time
4:00 pm
TV Guide Interview (Speakes)
(30 min)
5:30 pm
Staff Time (Baker, Meese, Deaver) Oval Office
(30 min)
1/11/82
Tuesday, January 19
9:00 am
Staff Time (Baker, Meese, Deaver) Oval Office
(30 min)
9:30 am
National Security Briefing (Clark), Oval Office
(15 min)
9:45 am
Senior Staff Time
Oval Office
(15 min)
10:00 am
Personal Staff Time
(30 min)
12:15 pm T
Social Commentators Lunch
4:00 pm
Personnel Time (James) Oval Office
(30 min)
5:00 pm
Taping Session (1) Actors Fund Medal
(45 min)
(2) European Management Forum Symposium
(3) Public Service Armed Forces Advertisement
(4) Bob Hope Heart Research Institute
(5) 60-year celebration of WOR-Radio-New York
(6) Press Club Salute to Congress Dinner on 1/27
(Goode/Bakshian)
(7) Taping for Hockey League (T)
5:30 pm
Staff Time (Baker, Meese, Deaver) Residence
(30 min)
1/11/82
Wednesday, January 20
First Year Anniversary
9:00 am
Staff Time (Baker, Meese, Deaver) Oval Office
(30 min)
9:30 am
National Security Briefing (Clark), Oval Office
(15 min)
9:45 am
Senior Staff Time
Oval Office
(15 min)
10:00 am
Personal Staff Time
Oval Office
(30 min)
10:30 am
T
Meeting re Miami Crime (Darman/Fuller)
(20 min)
Roosevelt Room
11:00 a.m.
Cabinet Meeting
Cabinet Room
(60 min.)
5:30 pm
Staff Time (Baker, Meese, Deaver) Oval Office
(30 min)
7:30 pm
N
GOP Fundraiser Reception (Washington Hilton)
BLACK TIE
1/11/82
Thursday, January 21
9:00 am
Staff Time (Baker, Meese, Deaver) Oval Office
(30 min)
9:30 am
National Security Briefing (Clark) Oval Office
(15 min)
9:45 am
Senior Staff Time Oval Office
(15 min)
10:00 am
Personal Staff Time
Oval Office
(30 min)
12:00 m
Lunch with the Vice President Oval Office
(60 min)
5:00 pm
Haircut
(30 min)
1/11/82
Friday, Januay 22
9:00 am
Staff Time (Baker, Meese, Deaver) Oval Office
(30 min)
9:30 am
National Security Briefing (Clark) Oval Office
(15 min)
9:45 am
Senior Staff Time Oval Office
(15 min)
10:00 am
To the Residence
10:30 am
Depart for Camp David
1/11/82
Saturday, January 23
N
CAMP DAVID
Sunday, January 24
N
CAMP DAVID
5:00 p.m. N Return to White House
UNPUBLISHED
January 11, 1982
5:00 pm
THE WHITE HOUSE
WASHINGTON
THE PRESIDENT'S SCHEDULE
Tuesday, January 12, 1982
9:00 am
Staff Time
Oval Office
(30 min)
(Baker, Meese, Deaver)
9:30 am
National Security Briefing
Oval Office
(15 min)
(William P. Clark)
9:45 am
Senior Staff Time
Oval Office
(15 min)
10:00 am
Personal Staff Time
Oval Office
(25 min)
10:25 am
Depart South Grounds for Visit to
South Grounds
Department of Transportation
(Stephen Studdert)
11:45 am
Return from DOT Visit
South Grounds
12:00 m
Lunch and Personal Staff Time
Oval Office
(90 min)
1:30 pm
Presidential Statement re Statehood for
Oval Office
(15 min)
Puerto Rico
(Richard Williamson)
2:00 pm
Cabinet Meeting
Cabinet Room
(60 min)
(Craig Fuller)
3:00 pm
NBC Photo Opportunity with the Vice
Oval Office
(5 min)
President
(David Fischer)
3:05 pm
Personal Staff Time
Oval Office
(55 min)
5:30 pm
Staff Time
Oval Office
(30 min)
(Baker, Meese, Deaver)
UNPUBLISHED
January 11, 1982
1
THE WHITE HOUSE
5:00 pm
WASHINGTON
THE PRESIDENT'S SCHEDULE
Tuesday, January 12, 1982
9:00 am
Staff Time
Oval Office
(30 min)
(Baker, Meese, Deaver)
9:30 am
National Security Briefing
Oval Office
(15 min)
(William P. Clark)
9:45 am
Senior Staff Time
Oval Office
(15 min)
10:00 am
Personal Staff Time
Oval Office
(25 min)
10:25 am
Depart South Grounds for Visit to
South Grounds
Department of Transportation
(TAB A) (draft remarks attached)
(Stephen Studdert)
11:45 am
Return from DOT Visit
South Grounds
12:00 m
Lunch and Personal Staff Time
Oval Office
(90 min)
1:00 (20 mins.)
Sam theree
1:30 pm
Presidential Statement re Statehood for
Oval Office
(15 min)
Puerto Rico
Richard Williamson)
1:15
Congman.
(TAB B) (draft remarks attached)
2:00 pm
Cabinet Meeting
(TAB C)
Cabinet Room
(60 min)
(Craig Fuller)
3:00 pm
NBC Photo Opportunity with the Vice
Oval Office
(5 min)
President
(David fischer)
(TAB D)
3:05 pm
Persona Staff Time NSC
Oval Office
(30 (55 min)
4.30 (5 min)
Diep by mtg w/Legis. Attains Hends
Roosevelt Room
5:30 pm
Staff Time
Oval Office
(30 min)
(Baker, Meese, Deaver)
A
THE WHITE HOUSE
WASHINGTON
January 11, 1982
VISIT TO THE DEPARTMENT OF TRANSPORTATION
TIME:
10:25 a.m. departure
DATE:
January 12, 1982
LOCATION: The Department of Transportation
FROM:
CRAIG L. FULLER es
I.
PURPOSE
It was thought that as part of the preparation for the
State of the Union, visits to one or two departments
would provide you with a good opportunity to meet
directly with federal employees and be briefed on
matters that are of importance to senior administration
officials. The first department selected was the
Department of Transportation.
II. BACKGROUND
There will be two principal activities associated with
the visit:
1.
Senior Executive Service Forum
You will make a few remarks to about 150 members
of the Senior Executive Service (SES) who work
at the Department of Transportation. Draft
remarks are attached.
2.
Weekly Operating Meeting
Drew Lewis has a weekly operating meeting with the
senior appointees in the department. They plan to
brief you on several departmental activities. The
last item to be covered in the meeting concerns a
Transportation recommendation to form a Advisory
Commission on Drunk Driving. This is in direct
response to your recent suggestion to them on the
subject.
III. PARTICIPANTS
To be included in the detailed schedule.
IV.
PRESS PLAN
A press pool will accompany you on the visit. The
principal photo opportunity will occur when you make
your remarks to the Senior Executive Service employees.
V.
SEQUENCE
Available in the trip schedule.
THE WHITE HOUSE
WASHINGTON
SCHEDULE OF THE PRESIDENT
TUESDAY, JANUARY 12, 1982
EVENTS: Department of Transportation Senior Executive Service Forum
Department of Transportation Senior Staff Weekly Operating
Meeting
DRESS: Men's Business Suit
WEATHER: Low Teen's, Partly Cloudy
10:25 a.m.
Depart White House en route Department of
Transportation. Drive Time: 5 mins.
10:30 a.m.
Arrive Department of Transportation.
- Closed Press Coverage
Met by: Secretary Drew Lewis
Proceed to Auditorium for Senior Executive Service
Forum.
Proceed to dais and take seat.
Attendees: 180.
-Travel Pool Coverage
Secretary Lewis makes remarks.
Introduction by Secretary Lewis.
10:42 a.m. Remarks.
10:55 a.m.
Conclude remarks.
Proceed to Room 10214 for Department of Transportation
Senior Staff Weekly Operating Meeting.
- Official Photographer
(Refer to attached seating diagram.)
Secretary Lewis makes remarks.
FAA Administrator Lynn Helms makes
remarks.
FHWA Administrator Ray Barnhart makes
remarks.
Tuesday, January 12, 1982 - Continued
Page 2
UMTA Administrator Art Teele makes
remarks.
Secretary Lewis makes remarks on Drunk
Driving Commission.
NHTSA Administrator Ray Peck makes
remarks.
Brief Remarks.
11:35 a.m.
Depart Room 10214 en route motorcade.
11:45 a.m.
Depart Department of Transportation en route White
House. Drive Time: 5 mins.
11:50 a.m.
Arrive White House.
B
(Maseng/AB)
January 11, 1982
PRESIDENTIAL STATEMENT: PUERTO RICO STATEHOOD
When I announced my candidacy for this office more than
2 years ago, I pledged to support statehood for the Commonwealth
of Puerto Rico, should the people of that island choose it
in a free and democratic election. Today I reaffirm that
support, still confident in my belief that statehood would
benefit both the people of Puerto Rico and their fellow
American citizens in the 50 states.
While I believe the Congress and the people of this
country would welcome Puerto Rican statehood, this Administration
will accept whatever choice is made by a majority of the
island's population.
No nation, no organization nor individual should mistake
our intent in this. The status of Puerto Rico is an issue
to be settled by the peoples of Puerto Rico and the United
States. There must be no interference in the democratic
process.
Puerto Ricans have borne the responsibilities of U.S.
citizenship with honor and courage for more than 64 years.
They have fought beside us for decades and have worked
beside us for generations. Puerto Rico is playing an
important role in the development of the Caribbean Basin
Initiative and its strong tradition of democracy provides
leadership and stability in that region. In statehood, the
language and culture of the island -- rich in history and
tradition -- would be respected, for in the United States
the cultures of the world live together with pride.
Page 2
We recognize the right of the Puerto Rican people to
self-determination. If they choose statehood, we will work
together to devise a union of promise and opportunity in our
Federal union of sovereign states.
THE WHITE HOUSE
WASHINGTON
January 11, 1982
MEETING WITH GOVERNOR CARLOS ROMERO
FORMER GOVERNOR LUIS FERRE
MAYOR HERNAN PADILLA
COMMISSIONER BALTAZAR CORRADA
DATE:
JANUARY 12, 1982
LOCATION:
OVAL OFFICE
TIME:
1:30 P.M.
FROM:
RICHARD S. WILLIAMSON
Rich
I.
PURPOSE
To reaffirm preference for Statehood for Puerto Rico,
should that be the choice of the people of Puerto Rico.
II.
BACKGROUND
When you announced your intentions to seek the 1980
Republican Presidential nomination, your televised
speech to the nation included a commitment to
support statehood for Puerto Rico, should that be the
choice of the people of Puerto Rico. This position was
also expressed in a February 11, 1980, article in the
Wall Street Journal by you. (Copy attached).
On Monday, September 28, 1981, Vice President Bush con-
firmed the Reagan Administration's support for Puerto
Rican statehoood at a GOP rally in San Juan.
On October 8, 1981, Former Governor Luis Ferre and Mayor
Hernan Padilla expressed their appreciation for Vice
President Bush's visit to Puerto Rico and noted their
wish for a "personal and official statement" by President
Reagan on Puerto Rican statehood.
A statement will strengthen the U.S. position with regard
to the United Nations.
A Statehood Statement is supported by Vice President Bush,
Ambassador Kirkpatrick, and Puerto Rican officials.
For your general information:
- In April of 1981, the Puerto Rican Task Force was
organized as a vehicle for communication and coordi-
nation between Puerto Rico and your Administration.
I am Chairman of the Task Force.
- 2 -
- The Task Force has held numerous meetings with Puerto
Rican government, civic, academic, and business leaders.
In September, 1981, the Task Force held public hearings
in Puerto Rico.
- The Task Force played an important role in negotiating
the placement of Haitian aliens at Ft. Allen, Puerto Rico.
- Working with Bill Brock, the State Department, and the
Commerce Department, the Task Force has served as a forum
for Puerto Rico's participation in the development of the
Caribbean Basin Initiative.
- The reaffirmation of your position on Puerto Rican State-
hood will:
- Reinforce and strengthen the United States' position
in the Caribbean.
- Strengthen the U.S.'s position regarding the Caribbean
in the United Nations.
- Reinforce your supporters in Puerto Rico who have held
fast in defense of your economic programs.
III. PARTICIPANTS
Vice President George Bush
Governor Carlos Romero (Democrat)
Former Governor Luis Ferre (Republican State Chairman)
Mayor Hernan Padilla (Republican National Committeeman)
Commissioner Baltazar Corrada (Democrat)
Richard S. Williamson
Thad Garrett - Office of the Vice President
Rick Neal - White House Intergovernmental Affairs
IV.
PRESS PLAN
White House Photographer
Statement released to press following meeting.
V.
SEQUENCE OF EVENTS
1:00 p.m. - Reception with Vice President Bush in the
Roosevelt Room.
1:30 p.m. - Vice President Bush and participants meet
President Reagan in Oval Office.
- 3 -
1:35 p.m. - President Reagan makes remarks regarding
Puerto Rican Statehood (remarks attached).
1:40 p.m. - Photo Opportunity.
1:45 p.m. - Conclusion.
Attachment: Statement
L MONDAY. FEBRUARY 11, 1980
Puerto Rico and Statehood
By RONALD REAGAN
merely defend ourselves against this at-
Puerto Ricans already face higher tax
When I formally announced my inten-
tack. We must ourselves attack, not with
rates and they have shed a disproportion-
tion to seek the Republican presidential
terror, but with statehood.
ate share of blood, relative to mainland cit-
nomination in 1980. my televised speech to
It is not only that the fact of Puerto Ri-
izens, in our wars. Thus, an American
the nation included a commitment to not
President will have to work with Governor
can statehood would deny Mr. Castro a
only support statehood for Puerto Rico if
raw nerve. But, in cementing itself to us as
Romero to integrate the two separate fis-
the people of the island Commonwealth de-
the 51st state, with unbreakable bonds,
cal systems in a way that increases
sire statehood. It also included a commit-
Puerto Rico would represent a positive
opportunity for the average island citizen,
ment that, as President, I would initiate
bridgehead into the Caribbean, Latin
and thereby makes statehood an attractive
statehood legislation. which really means
America and the developing world.
proposition rather than an increased bur-
that I would take the lead in persuading
den. Governor Romero has already been
the people of Puerto Rico-the mainland
This geopolitical concept of Puerto Ri-
moving in this direction, systematically
United States-all American citizens-that
co's exposed position on the front lines of
lowering tax rates in preparation for
statehood will be good for all of us.
geopolitics isn't new on my account, by
merger.
any means. It is at the heart of the old Re-
A number of people, including close
publican Statehood Party- on the island,
In the 1980s, the American President
friends, wondered about my remarks. Not
now the New Progressive Party. It is un-
must understand that for U.S. foreign pol-
that they oppose the statehood idea. They
derstood by Gov. Carlos Romero Barcelo
icy to succeed it must be magnetic, as op-
just thought that it seemed odd that I
posed to expansive. This means we must
would put such emphasis on an issue that
once again make economic policy an essen-
strikes them as routine, when U.S. foreign
If we cannot design a
tial ingredient of foreign policy. This is be-
policy positions everywhere seem to be col-
hind my idea of statehood for Puerto Rico.
lapsing. But then I remind my friends that
model for a political econo-
Foreign Policy Failures
in 1976, when many U.S. foreign policy po-
my that is sufficiently attrac-
At the heart of our foreign policy fail-
sitions were collapsing. I was putting great
ures of the last 25 years. I believe, has
emphasis on the Panama Canal.
tive, if we can't win over our
been the attempt to export "economic ex-
By this observation I mean to suggest
fellow citizens in Puerto
pansion" through dollars, rather than
that we cannot expect our foreign policies
ideas. While the rest of the world waited
to be enjoying prestige around the world-
Rico, how can our model
for us to assist in the development along
attracting support instead of collapsing-
the lines of our own "land of opportunity.'
when we are having serious problems with
succeed as an instrument of
we responded with ideas that were never
our closest neighbors. The American peo
foreign policy anywhere in
part of our own development: high tax
ple lost the debate over the Canal when
rates, plenty of public debt, devalued cur-
despite their opposition to the treaties,
the world?
rencies and less rather than more democ-
President Carter pushed them through. We
racy in the guidance of state-capitalist sys-
were going to win the applause of the
tems.
Third World. remember?
and San Juan Mayor Hernan Padilla, the
two young, dynamic advocates of state-
Looking back on it, it should be no won-_
Now, it is no longer our neighbors who
bood. I know it is profoundly understood by
der that GI Joe was turned into the Ugly
are being pulled away from us in the
Luis Ferre, the 77-year-old President of the
American.
world-wide tug-of-war. Now-at least in
Senate, who was governor of Puerto Rico
And now. in our backyard, the Cubans
this hemisphere-the pivot of the struggle
when I was governor of California. To
are handing out AK-47 rifles even as they
is among our fellow citizens in the Puerto
these men, statehood is an historical im-
advertise their system-all over the region
Rico Commonwealth.
perative.
-as the path of progress. And we sit on
"Yankee Imperialism"
It is as simple as this: If we in the
our thumbs. The "Cuban Model" has been
Fidel Castro hardly lets a speech go by
United States cannot design a model for a
a disaster. Cuba is incapable of providing
without denouncing "Yankee imperialism"
political economy that is sufficiently at-
its people with the essentials of life. It is
in Puerto Rico and calling for its total in-
tractive, if we can't win over our fellow
totally dependent on the U.S.S.R., which, in
dependence from the United States. The
citizens in Puerto Rico to the nuptials that
turn, depends on us for its food. Yet, with
idea is not confined to blustering speeches
statehood involves, how can our model suc-
noisy propaganda and active support of vi-
at Havana's Third World conferences or in
ceed as an instrument of foreign policy
olent revolution borne of economic failures,
the United Nations. Early in December, it
anywhere in the world? And. if we can suc-
the Soviet-Cuban offensive in Latin Amer-
came out of the point of a gun. A few miles
ceed in discovering what it is that drags on
ica continues to slice off one piece of sal-
from San Juan, two Navy employes were
the statehood idea, what it is that fosters a
ami at a time.
assassinated by the Soviet-made machine
volatile independent movement that can
guns of terrorists who represent the tiny
An American counteroffensive must
harbor assassins, perhaps we can shed
independence movement on Puerto Rico.
light on the failures of American foreign
rely on the greatest weapon we have: the
hope of a better life, achieved by adopting
While the world watches the Iranian
policy around the world this past quarter
America's recipe for prosperity. It must
drama unfold, comrades of Cuba and its al-
century.
advertise the proven secrets of economic
lies have now established a beachhead of
How do we begin to understand Iran,
growth. upward mobility for the poor, and,
violence on American shores.
and what has gone wrong in the Middle
ultimately, political stability-even as we
Our keen "peacefully coexisting" com-
East, if we cannot fathom Puerto Rico-
return to this recipe ourselves: reasonable
petitor, the Soviet Union, is not unaware of
what it is that repels it as it is drawn to
tax rates, modest regulation, balanced
the importance of Puerto Rico in the great
us?
budgets and stable currency.
global contest of ideas. As a "Common-
wealth" Puerto Rico is now neither a state
The one thing I can say for sure, be-
Instead of letting our competitors pick
nor independent, and thereby has an his-
cause it is a part of human nature, is that
the battleground of violent revolution. we
you cannot arrange a marriage unless both
should pick a peaceful battleground of
torically unnatural status. There is this
spouses believe the union will be greater
competition between economic systems. In-
raw nerve to rub. and our Marxist-Leninist
than the sum of its parts. Because of this, I
stead of reacting with force to revolution-
competitors rub IL They' long thought of
the island economies of the Caribbean as
don't believe statehood will be achieved un-
ary situations, we should preempt those
easy marks. I do not suggest that the
til a great majority of Puerto Ricans-not
situations with a positive foreign policy.
Kremlin strategists expect to snap Puerto
just a simple majority-feel the pull of
We can build from a bridgehead in Puerto
Rico into the Communist orbit any time
statehood with passion.
Rico. To show the world that the American
idea can work in Puerto Rico is to show
soon, only that they find it convenient to
Some Puerto Rican leaders here argue
that our idea can work everywhere.
use its unnatural status, creating tensions
that the people of Puerto Rico must sacn-
around the idea of American "colo-
fice in order to enjoy statehood. especially
Mr. Reagan is a candidate for the Re-
nialism." "Yankee imperialism." We can't
by means of greater tax burdens. Yet
publican presidential nomination.
C
THE WHITE HOUSE
WASHINGTON
January 11, 1982
MEETING WITH THE CABINET
TIME:
2:00 (60 minutes)
DATE:
January 12, 1982
LOCATION:
Cabinet Room
FROM:
CRAIG L. FULLER
S
I.
PURPOSE
This meeting of your full Cabinet is for the purpose of
reviewing two matters raised by the Office of Personnel
Management.
II. BACKGROUND
The following items are on the agenda for the meeting:
1.
Federal Labor Relations
Don Devine
The Office of Personnel Management will provide
a briefing for you and members of the Cabinet
on this matter.
2.
PACE Examination Decree
Don Devine
PACE is a professional occupations entry exam used
extensively in the federal government. A consent
decree signed in the closing days of the Carter
Administration now prohibits the use of the exam
and OPM has been faced with a considerable problem
since the beginning of the administration.
OPM is now ready to implement a program to provide
some form of entry examination in the absense of
the PACE exam. Don Devine has been asked to
brief the members of the Cabinet on the matter
since it will affect all of them.
3.
Cabinet Executive Sessions
Sam Pierce
Secretary Pierce requested time on the agenda to
discuss his proposal for executive sessions of the
Cabinet.
III. PARTICIPANTS
A list of participants will be attached to the agenda.
IV. PRESS PLAN
White House photographer only.
V. SEQUENCE
After the meeting is called to order, Don Devine,
Director of the Office of Personnel Management will
lead off.
CABINET BRIEFING PAPER ON FEDERAL SECTOR LABOR RELATIONS
I. Responsibilities
1. Agency heads are responsible by law for all labor
relations matters within their organizations.
2. The Director of the Office of Personnel Management
is responsible for providing policy, advice, and training
for agency representatives in meeting their labor relations
responsibilities.
II. Union Rights
1. Unions have the right to exclusive recognition and to
negotiate agreements in appropriate units if they win a
majority of votes cast in open shop election units. Sixty-
one percent of executive branch employees are represented in
such units, much higher than in the private sector.
2. There is no right to strike. Instead all negotiated
agreements must have grievance procedures with binding
arbitration only as the final step, and even then only
if the Federal Service Impasses Panel decides that remedy
is appropriate. Grievances cover discipline, discrimination,
dismissal, and so forth.
3. An independent agency, the Federal Labor Relations
Authority, resolves disputes over appropriate bargaining
units, scope of negoitations, unfair labor practices and
arbitration awards. It has a statutory General Counsel,
who investigates and prosecutes unfair labor practice
charges. Decisions are appealable to Circuit Court of
Appeals.
4. Employees have the right to a union representative
when called for possible disciplinary action by management.
5. Free dues checkoff and unlimited official paid time
for union negotiators is due to unions with recognition.
III. Management Rights
1. Strong management rights are set in law, with matters
either mandatorily non-negotiable, or permissibly negotiable
at the option of the agency. However, management is
required to negotiate on the impact and implementation
of its decision.
2. No bargaining is permitted on wages and fringe benefits.
Government-wide regulations, including merit system require-
ments, also serve as a bar to what can be negotiated by
management.
3. In his statement of November 16, 1981, President
Reagan said that unions are among our most valued
institutions, that management should adopt an open-door
policy and where appropriate give full consideration to
organized labor's interests and concerns.
4. Management officials must understand and accept the
legitimate collective bargaining rights of employees and
unions, as well as seek their support and deal effectively
with their opposition, in the challenging circumstances
which exist as the Administration moves towards the goal
of a leaner, more effective government.
IV. Labor Relations Leadership
1. The President has stated: "In government, there is a
tendency on the part of some people
in the permanent
structure, that they've been here before you got here and
they' 11 be here after you're gone, and they're not going
to change the way they're doing things." As the President
said, this problem is limited to only some careerists.
Most civil servants are cooperative--if they receive
positive, clear and dynamic leadership from agency heads.
Most problems of unresponsive civil servants are the
result of weak leadership. For both employees who willingly
cooperate and those who are reluctant, personal leadership
by the agency head is the key.
2. Not only must the agency head, himself, lead, he must
also enhance the ability of operating officials to manage
effectively, especially his political appointees, by
providing necessary training and policy guidance concerning
the challenge of implementing the President's program in
a collective bargaining atmosphere.
3. Very importantly, government managers must recognize
the positive functions unions can serve in the workplace:
for example, alerting top management to developing employee
problems which affect productivity; cooperating with
- 3 -
management by attempting to eliminate problems which
generate grievances; encouraging cost-saving ideas;
promoting on-the-job safety; and facilitating employee
knowledge of management policies.
4. The basic function of federal managers in labor relations
is to create positive conditions of work and continuity
of government services: by operating sound personnel-
management systems; by applying appropriate and flexible
rewards, sanctions and penalties to maintain operations;
by engaging in effective contingency planning to control
illegal job actions; and by returning operations to normal
as soon as possible after unavoidable disruptions.
5. The major tools of effective leadership in the Federal
Government are as follows: personal meetings with and
encouragement of staff, employees, and union representatives;
performance appraisals; SES bonuses and supervisor merit
pay; disciplinary procedures; incentive awards and letters
of recognition; positive statements about civil servants,
assisting in out-placement efforts for displaced employees,
and so forth. A regular schedule to effectuate such tools
should attract top management attention.
6. The President set the tone when he personally awarded
the rank awards to distinguished senior executives in the
Rose Garden on October 14th of this year. At that time,
he said, "The ability of this or any Administration to
succeed depends in no small degree upon the energy,
dedication and spirit of the great majority of Federal
employees.'
PACE CONSENT DECREE
(LUEVANO V. DEVINE)
I. BACKGROUND OF THE LITIGATION
The Luevano V. Devine lawsuit was filed in the U. S. District Court for the
District of Columbia in January 1979.
The question presented by the case was whether OPM had sufficiently vali-
dated PACE to overcome its alleged "adverse impact." It has consistently
been OPM's position that PACE is a well-validated examination and that
sufficient tools are available to our attorneys and psychologists to make
a strong defense in its behalf. Nonetheless, a high level policy decision
was made in the early stages of the litigation during the Carter Adminis-
tration to settle the case without a trial. Thus commenced lengthy nego-
tiations to reach a settlement which eventually resulted in the consent
decree.
II. MAJOR PROVISIONS OF THE PROPOSED DECREE
1. OPM must phase out PACE in no more than three years and at least according
to the following schedule:
First year = 50 percent of PACE hires
Second year = 80 percent of PACE hires
Third year = 100 percent of PACE hires
2. The Decree requires us, when we use exams, to replace PACE with job-
specific alternative examining procedures which would be phased in
over the same three-year period described above.
3. This requires agencies to recruit and use special hiring programs to
eliminate "adverse impact" from the interim use of PACE, and any new
alternative procedures. These "all practicable efforts" can be used
for up to 5 years after an alternative is put into effect.
4. The Decree requires OPM and agencies to compile and provide extensive
reports to plantiffs annually on PACE applicants and appointments.
III. TITLE 5 AND REGULATORY CONSTRAINTS
1. Title 5, Section 1103. Functions of the Director
This section spells out the specific functions of OPM's Director,
including "enforcing the civil service rules and regulations of the
President and the Office and the law governing the civil service
:
2. Title 5, Section 1104(a)(2), Delegation of Authority for Personnel
Management
"The Director may not delegate authority for competitive examinations
with respect to positions that have requirements which are common to
agencies in the Federal Government, other than in exceptional cases
in which the interests of economy and efficiency require such delega-
tion and in which such delegation will not weaken the application of
the merit system principles."
-2-
3. Title 5, Section 2301. Merit System Principles
"
selection and advancement should be determined solely on the
basis of relative ability, knowledge, and skills, after fair and
open competition which assures that all receive equal opportunity."
4. Title 5 Sections 3309 - 3318. Veteran Preference
This includes the prohibition of passing over a veteran to select a
non-veteran, unless approval is given by OPM.
5. Part 300. Code of Federal Regulations
Subpart A, 300.102, states that competitive employment practices:
"
test the relative capacity and fitness of candidates for
jobs to be filled; result in selection from among the best qualified
candidates
"
IV. OPTIONS:
OPTION 1: RETAINING PACE WITH PLAINTIFF OR CONGRESSIONAL ASSISTANCE
FEATURES:
Accepts substantial proof which exists validating PACE
Negotiate with plaintiffs to continue to use PACE
Present Congress with the problems
OPTION 2: PACE-LIKE ALTERNATIVE MERIT EXAM AND LITIGATION
FEATURES:
Present the Court with PACE-like exam and OPM problems
If objections, resolve in appellate court
OPTION 3: DEVOLUTION OF EXAMINING TO AGENCIES
FEATURES:
Shift examination and staff functions to agencies
Spread costs and responsibility to all the defendants
OPTION 4: MODIFIED COMPLIANCE USING MIX OF MERIT EXAMINATIONS
FEATURES:
30 + separate exams to replace PACE
Each exam will include a written test, based upon merit
Develop specific exams in many, but not all occupations
Very costly; exceeds funds available in OPM's current budget
New exams subject to merit-adverse impact paradox
Not meet Decree requirement for 100+ exams
OPTION 5: COMPLIANCE THROUGH EXCEPTED APPOINTMENT
FEATURES:
Severely curtail outside hiring for PACE jobs and rely
on internal sources to fill vacancies
Where necessary, use "special hiring programs" to supple-
ment internal appointments as well as eliminate adverse
impact
-3-
OPTION 6: FULL COMPLIANCE THROUGH ELIMINATION OF ADVERSE IMPACT
FEATURES:
Meet the principal Decree requirement, elimination of
adverse impact, by race and national origin conscious
hiring
Use either PACE or alternative exam registers
If necessary, seek modification of the Court Decree to
allow explicit quota hiring
OPTION 7: IMPOSSIBILITY OF BEING IN FULL COMPLIANCE
FEATURES:
Cannot comply with Decree and law at reasonable cost
Director of OPM cited for contempt of court
DETAILED POLICY OPTIONS
Option 1: Retaining PACE with Plaintiff or Congressional Assistance
OPM could reopen negotiations with plaintiffs and propose to continue
use of PACE indefinitely while ensuring through "all practicable efforts"
(and perhaps other measures) that there will be no adverse impact.
The problems and cost resulting from loss of examining flexibility
under the decree could be reported to Congress by OPM. We could also
inform Congress of how the public good would be better served if OPM
were able to continue the use of broad band examining for PACE jobs.
OPM should begin immediately to negotiate with the plaintiffs for
retention of PACE based on inability to meet the PACE phase out
schedule because of the cost of constructing alternatives, the loss
to the public if PACE is abandoned, and the conclusions of GAO (in
its Mid-Atlantic study) that alternatives to PACE, where used, do
not improve affirmative employment efforts. During these negotiations
(and especially if these negotiations fail) OPM should inform OMB,
GAO and the appropriate Congressional committees of the impact the
new examining process will have on OPM's ability to carry out its
statutory mandates within its current budget.
Modifications to the decree to retain PACE or to develop a new broad-band
examination as a PACE alternative are likely to be acceptable to the
plaintiffs only if they include procedures for ensuring there will
be no adverse impact. To accomplish this, OPM would have to encourage
agencies to use the special hiring programs allowed in the decree
and perhaps seek changes in Title 5 to allow for selective certification
(i.e., 3 + 3 certification from dual registers or race-norming
the PACE) for PACE jobs to ensure that adequate numbers of protected
class members are available to selecting officials.
Section 6(d) of the proposed decree provides that modifications may
be sought " to carry out its purposes, as may be appropriate in
light of changes in circumstances or changes in law." Further,
Section 13(b) allows the defendants, if unable substantially to
fulfill the schedule to which the parties have agreed, to notify
the Court and the plaintiffs, provide reasonable explanation and
negotiate in good faith to resolve or by-pass the problem. The
recognition in Section 7 of the Decree-that exam issues may not
be fully resolved within five years but that absent agreement or
cause, the jurisdiction of the Court will not automatically extend--
makes one wonder whether the Court would push this issue if OPM
delivers on the "no adverse impact" part but resists on the
elimination of broad band exams.
-2-
Option 2: PACE-like Alternative Merit Exam and Litigation
OPM could present to the court an examination proposal which meets
the intent of the decree but at the same time also meets OPM's
legitimate need for professionally defensible and programmatically
practical selection methods. This proposal would include a single
PACE-like exam or a very few exams to replace PACE. Despite the
strong arguments we can present to show how this approach is the
only way OPM can meet the legitimate aims of the decree, the plaintiffs
will undoubtedly reject this solution. Resolving these differences
may force the court to focus on the negative effects on the public
at large of implementing the multiple examination requirement of the
decree, especially where use of broad band examinations in conjunction
with other measures can accomplish the legitimate goals of the plaintiffs.
The decree requirement that PACE be replaced with occupationally specific
examinations imposes a heavy administrative and financial burden, and does
not advance the affirmative employment aims of the plaintiffs. The costs
attendant to complying with this requirement for alternative tests
for each of the 118 PACE occupations would be staggering for OPM,
especially at a time when our budget is experiencing successive
reductions. Conservative cost estimates for developing and administering
the alternatives which we believe would fully meet this requirement
of the decree run in excess of $33 million per year. Thus, filling
PACE jobs which account for only 6 percent of government-wide competitive
hires, would require one-third of OPM's total S&E budget.
Even if we were to implement the alternatives required by the decree,
it is very likely we will have to conduct an expensive defense of
their validity later. If their legality is not accepted at that
point, we will have wasted a great deal of time and money. In addition,
it is likely that occupationally specific examinations will result in
as great adverse impact as broad band tests. Therefore, for an
unknown number of new examinations, optimum use of the registers
may not be possible because of the "all practicable efforts" provision
of the decree for averting adverse impact.
Another very serious problem associated with the multiple exam
requirement of the decree is the effect it will have on recruiting,
especially at college campuses. Currently, students who are interested
in pursuing an interest in Federal employment can take one test and
be considered for a large number of occupations. Except for those
students with rather definite and narrow occupational interests, the
multiple exam provision of the decree will all but end any effective
recruiting on campuses.
Following this option would allow us to raise these issues through
the process of litigation. We could use this opportunity to present
the merits of broad band examining, an issue not considered in
reaching the settlement contained in the decree.
-3-
Option 3: Devolution of Examining to Agencies
Devolution of the development and staffing function to agencies
to spread compliance costs, both fiscal and operational, among the
several defendants.
OPM has responsibility for development and implementation of alternatives
only insofar as it retains examining authority for PACE jobs. Nothing
in the decree precludes OPM from delegating this examining authority
(and therefore responsibility for compliance with the alternatives
provisions of the decree) to the other defendant agencies. However,
section 1104 (a) (2) of Title 5 provides
"
the Director may not delegate
authority for competitive examinations with respect to positions that
have requirements which are common to agencies in the Federal Government,
other than in exceptional cases in which the interests of economy and
efficiency require such delegation and in which such delegation will
not weaken the application of the merit system principles".
Although it would spread both the cost of and the staff workload for
examination development and administration, delegation to agencies
would assuredly result in inconsistent quality of examining, different
examinations for similar occupations, and public complaints about
difficulty in getting considered for Federal jobs.
Option 4: Modified Compliance using Mix of Merit Examinations
OPM has developed a proposal for the development of occupation-specific
alternative examinations that addresses the terms of the decree regarding
implementation of PACE alternatives and is in line with the Director's
instructions to include written tests in alternatives. Under this
proposal, about 30 separate written examinations would be developed
to replace PACE. These exams will be based on merit, but not all
of the 118 occupations will have a separate exam. Because of this,
it is unlikely that the court will accept this proposal as compliance.
Furthermore, the proposed alternatives are likely to result in adverse
impact and there is a good possibility that OPM will need to defend
their use on the basis of validity evidence once they have been in
use for 2 years. The decree requires validation in accordance with
the provisions of the Uniform Guidelines. Special hiring programs
will be necessary to alleviate adverse impact, thus limiting the
benefits of the alternatives during the life of the decree.
The cost to develop and implement PACE replacements under this option
exceeds the cost of OPM's current PACE examining program by more
than $5 million. This cost estimate does not include the costs of
collecting and compiling adverse impact data and of presenting validity
evidence. This high cost is difficult to justify given the limited
benefits and probability that use of the new tests will be overturned
by the court in future enforcement proceedings under the decree.
-4-
Option 5: Compliance through Excepted Appointments
OPM could eliminate or severely curtail outside examining for PACE jobs
for the duration of the decree. Where necessary, the special hiring
programs allowable under the decree could be used to supplement
internal hires during the term of the Court's jurisdiction.
This course of action may leave OPM and other agencies in compliance
with the decree, provided the special hiring programs eliminate
adverse impact or agencies are able to document under the provisions in
Paragraph 18(b) that they met the requirements for use of "all practicable
efforts" in Paragraph 8(f). This could leave us under the Court's
jurisdiction for the maximum period (5 years after cessation of
PACE) and trades off short term disadvantages (possible decrease in
quality of hires) for short and long term advantages (little or no
wasted resources, gradual development of sound alternative selection
procedures, favorable changes in the mood of the country and the
courts).
Budget cutbacks in most non-Defense Federal agencies will most likely
result in fewer PACE job hires at least in the first few years of
the decree. Adopting a policy of filling any such vacancies internally,
by interagency transfer, or through graduate level intern or other
non-competitive hiring programs would eliminate or at least curtail
the need to implement alternative examinations and to collect data
on outside applicants.
OPM would phase out PACE immediately, as allowed under Paragraph 13(b)
of the decree. All competitive appointments from outside hires would
be suspended for five years. When an agency requests a certificate of
appointment for a position once in a PACE-covered occupation, it should
be placed in Schedule B, under the authority of civil service Rule 6.1.
All appointments to these excepted positions will be made in accordance
with Veteran Preference. These will be retained until the end of
the five-year period, when all individuals will be subject to examination
under a PACE-replacement examination (developed over the five-year
period), and all other civil service regulations in order to be promoted
out of a Schedule B position into a higher graded position in the
competitive service. The Uniform Guidelines would be revised during
this period or possibly the decree modified.
Option 6: Full Compliance Through Elimination of Adverse Impact
OPM could fully comply with the provisions of the decree calling
for elimination of adverse impact by relying on race-conscious
selection. This could be done either by issuing implicit guidance
to agencies encouraging them to be race-conscious in filling PACE
jobs or by petitioning the court to modify the decree to allow an
explicit quota hiring system until a valid alternative to PACE is
developed.
-5-
The decree requires both elimination of adverse impact and the
implementation of occupation-specific alternative examinations
to replace PACE. Research indicates, however, that the use
of valid alternatives (most often written tests) will do little
to reduce adverse impact. This option presents a way to achieve
the affirmative employment objective of the decree (to make up
for past shortfalls) without wasting resources on the development of
alternatives which will be challenged because of their adverse impact
and do not meet OPM's long-term examining needs.
Option 7: Impossibility of Being in Full Compliance
OPM could have the Department of Justice present to the court at the
outset the difficulties it sees in complying with the decree under
any of the options detailed above (assuming retaining PACE or
developing a new broad band test are not in compliance). These
difficulties include the statutory limitations on OPM's authority to
delegate examining for PACE jobs to agencies, the loss in productivity
to the government if merit examining is compromised, the technical
impossibility of developing job-related exams which do not result in
adverse impact, and the high cost of developing alternatives for
each of the 118 PACE occupations.
If modifications in the decree are sought, we may be unsuccessful in
convincing the court that the intent of the decree can be met in
ways less damaging to Federal staffing and more within our budgetary
constraints. The modification strategy may result in the court
forcing us to implement a plan for which we do not have the resources
and which is illegal under other laws.
Under Option 7, we could immediately present to the court the
legal and fiscal obstacles to compliance rather than taking the time
to negotiate changes in the decree which we may not be able to implement
and which may not be in compliance with all laws. Plaintiffs would
undoubtedly object and the court would probably be sympathetic.
This might lead to a contempt of court citation against the Director
of OPM.